JOHN R MICKELSON of Logan, Utah

JOHN REED MICKELSON (JOHN R MICKELSON) has been registered as a broker with WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC and as an investment advisor with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC both of Logan, Utah, since 1/5/2026. Mickelson was previously registered as an investment advisor with STRATEGIC ADVOCATES, LLC of Logan, Utah from 09/19/2022 - 01/02/2026.

According to FINRA’s BrokerCheck available to the public on FINRA’s website, JOHN R MICKELSON has 30 years of experience in the securities industry and has been listed with 10 firms.  Mickelson has 2 disclosures on his FINRA CRD report, both disclosures are “Customer Disputes.”  One of the disputes has settled and the other dispute is pending.

The “Customer Dispute” filed against JOHN R MICKELSON dated 1/21/2025 settled for $120,000.00.  The allegations listed on the report were, “The Statement of Claim alleges speculative alternative investment were recommended for the purpose of generating high commissions and fees. The representative discussed the nature of the investment, the long-term horizon, the risks associated with investing in energy at the time of purchase. There were literally dozens of meetings with our office between March 23, 2014, and Feb 29, 2024, where the energy investment was thoroughly discussed.”

The pending “Customer Dispute” filed against JOHN R MICKELSON is dated 2/27/2025.  The allegations listed on FINRA’s BrokerCheck are as follows,” Statement of Claim alleges an investment recommendation was made for the purpose of generating high commissions and fees that Claimants were deprived of the ability to generate reasonable returns that would have been received in a diversified portfolio. The representative discussed the nature of the investment within their asset mix, the long-term horizon, the risks associated with investing in energy at the time of purchase. There were dozens of meetings with our office starting September of 2014 to present where the energy investment was thoroughly discussed as part of their overall assessment of their finances. The representative did not have a choice in what percentage of commissions were paid.”

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